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Convert gannt chart into monthly revenue forecast
I'm new to Smartsheet and am trying to build a revenue forecast sheet that updates dynamically from an MS Project gannt chart of multiple contract timelines. I'd like to be able import the gannt chart and show the revenue over the gannt chart timeline, have the $ show on the gannt chart by month (or week), then have the…
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Smartsheets for medical practices
Does anyone know if smartsheets solutions can be used to manage medical projects? This would include documenting information that would flow via api into an existing enterprise system.
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CheckList items not present from Trello import
I imported a board from Trello, where I used CheckList on a lot of cards. It now looks as though the items on the CheckLists didn't follow the import, just the number of items and how many are completed. Can I find those items anywhere or are they not here?
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Taking three customized smartsheets and putting them into a new Project sheet
We have three smartsheets that are all unique, but need to combine them into one Project sheet. They're medium size, so copying and pasting might work, but wouldn't that require all formats to be the same? That would take a fair amount of effort to do. I suppose I could export them all and then manually set them up in the…
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Export to letter formatted document
Has anyone tried building a sheet that would have a presentation level, letter format when exported? I'm looking to build proposals within Smartsheet, then I could cell link that final/approved fee into my project tracking sheets for cost comparison etc. In Excel you would typically do this via cell merging etc, but that's…
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Box >> Tableau Integration
Is this possible to have a Box to Tableau integration with Smartsheet at all? I understand that Smartsheet can have attachments connect from Box (that should update in real time), but is there anyway to actually populate the SmartSheet with the values in a file on Box? I only ask because it looks like the Data Connecter…
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Exporting Attachments FROM Smartsheet to BOX
We are using Smartsheet to manage client data including a profile picture. Client info and attached photo is uploaded via webform to the Smartsheet. This photo needs to be edited and saved in Box so a) it can become the profile picture in their row, and b) can be available for printing an ID. I need a way to automatically…
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Planview Integration
Hi, Has anyone tried or successfully pulled data from Smartsheet to Planview or any other PPM systems? If so I would be very interested to hear what the requirements were and how it was achieved. Many Thanks Paul
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Price Book Entry Import
Dear colleagues, I am seeking for advice on the following challenge. I am using Smartsheet to update and insert Salesforce Price Book Entries. Inserting a new entry requires Price Book ID and Product ID. If I map these fields, they are imported from SFDC and won't sync to a new entry record. Similarly, if I create new…
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create form from text file or spreadsheet
Full disclosure, I just initiated a trial of Smartsheets and haven't yet taken the time to learn its features; this might be as easy as copy paste. Is there a way to create a form from a text file or spreadsheet list? I have a long list of items I want to track during user tests, and thought a form might be a good way to…
